Tower Research Capital (TRC)’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.48M | Buy |
14,121
+9,742
| +222% | +$1.02M | 0.04% | 391 |
|
|
2025
Q1 | $387K | Sell |
4,379
-3,868
| -47% | -$342K | 0.01% | 993 |
|
|
2024
Q4 | $791K | Buy |
8,247
+4,237
| +106% | +$407K | 0.02% | 759 |
|
|
2024
Q3 | $328K | Sell |
4,010
-11,605
| -74% | -$950K | 0.01% | 1178 |
|
|
2024
Q2 | $1.35M | Buy |
15,615
+12,523
| +405% | +$1.08M | 0.02% | 584 |
|
|
2024
Q1 | $252K | Sell |
3,092
-9,023
| -74% | -$737K | 0.01% | 1269 |
|
|
2023
Q4 | $803K | Buy |
12,115
+6,607
| +120% | +$438K | 0.01% | 1013 |
|
|
2023
Q3 | $402K | Sell |
5,508
-689
| -11% | -$50.3K | 0.01% | 999 |
|
|
2023
Q2 | $391K | Buy |
6,197
+1,404
| +29% | +$88.6K | 0.01% | 1125 |
|
|
2023
Q1 | $281K | Buy |
4,793
+990
| +26% | +$58K | 0.01% | 1174 |
|
|
2022
Q4 | $234K | Sell |
3,803
-5,490
| -59% | -$338K | 0.01% | 1206 |
|
|
2022
Q3 | $624K | Buy |
9,293
+3,160
| +52% | +$212K | 0.01% | 973 |
|
|
2022
Q2 | $376K | Buy |
6,133
+3,135
| +105% | +$192K | 0.01% | 1314 |
|
|
2022
Q1 | $202K | Sell |
2,998
-2,971
| -50% | -$200K | ﹤0.01% | 1718 |
|
|
2021
Q4 | $264K | Buy |
5,969
+1,273
| +27% | +$56.3K | ﹤0.01% | 1557 |
|
|
2021
Q3 | $304K | Sell |
4,696
-4,092
| -47% | -$265K | 0.01% | 1393 |
|
|
2021
Q2 | $707K | Sell |
8,788
-2,196
| -20% | -$177K | 0.02% | 915 |
|
|
2021
Q1 | $747K | Buy |
10,984
+5,011
| +84% | +$341K | 0.01% | 934 |
|
|
2020
Q4 | $416K | Sell |
5,973
-69,457
| -92% | -$4.84M | 0.01% | 1135 |
|
|
2020
Q3 | $3.87M | Buy |
75,430
+52,432
| +228% | +$2.69M | 0.04% | 123 |
|
|
2020
Q2 | $1.35M | Buy |
+22,998
| New | +$1.35M | 0.06% | 365 |
|
|
2020
Q1 | – | Sell |
-4,050
| Closed | -$300K | – | 3416 |
|
|
2019
Q4 | $300K | Buy |
4,050
+2,513
| +164% | +$186K | 0.02% | 444 |
|
|
2019
Q3 | $88K | Buy |
1,537
+493
| +47% | +$28.2K | 0.01% | 1432 |
|
|
2019
Q2 | $68K | Buy |
1,044
+619
| +146% | +$40.3K | ﹤0.01% | 1407 |
|
|
2019
Q1 | $31K | Buy |
+425
| New | +$31K | ﹤0.01% | 2015 |
|
|
2018
Q4 | – | Sell |
-4,670
| Closed | -$441K | – | 4039 |
|
|
2018
Q3 | $441K | Buy |
4,670
+2,229
| +91% | +$210K | 0.03% | 550 |
|
|
2018
Q2 | $183K | Sell |
2,441
-4,963
| -67% | -$372K | 0.01% | 1108 |
|
|
2018
Q1 | $448K | Buy |
+7,404
| New | +$448K | 0.04% | 528 |
|
|
2017
Q4 | – | Sell |
-3,729
| Closed | -$189K | – | 3759 |
|
|
2017
Q3 | $189K | Buy |
+3,729
| New | +$189K | 0.02% | 805 |
|
|
2017
Q2 | – | Sell |
-168
| Closed | -$7K | – | 3065 |
|
|
2017
Q1 | $7K | Sell |
168
-665
| -80% | -$27.7K | ﹤0.01% | 1997 |
|
|
2016
Q4 | $34K | Buy |
+833
| New | +$34K | ﹤0.01% | 1689 |
|
|
2016
Q2 | – | Sell |
-465
| Closed | -$11K | – | 4653 |
|
|
2016
Q1 | $11K | Sell |
465
-237
| -34% | -$5.61K | ﹤0.01% | 1859 |
|
|
2015
Q4 | $18K | Sell |
702
-616
| -47% | -$15.8K | ﹤0.01% | 1404 |
|
|
2015
Q3 | $39K | Buy |
+1,318
| New | +$39K | ﹤0.01% | 1193 |
|
|
2015
Q2 | – | Sell |
-190
| Closed | -$5K | – | 4661 |
|
|
2015
Q1 | $5K | Sell |
190
-26
| -12% | -$684 | ﹤0.01% | 3240 |
|
|
2014
Q4 | $5K | Buy |
+216
| New | +$5K | ﹤0.01% | 2716 |
|